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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,470 | $78,423-31.8% | $95,964-44.3% | $79,856-33.0% |
| Participation rate | 30.2% | 73.5%-43.3pp | 77.1%-46.9pp | 69.6%-39.4pp |
| Annual return | 9.14% | 19.37%-10.2pp | 91.64%-82.5pp | 31.71%-22.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,192 | $3,440-7.2% | $4,167-23.4% | $3,741-14.7% |
| Admin fee / account holder | $1,090 | $5,622-80.6% | $6,797-84.0% | $5,306-79.5% |